A great opportunity if you are looking to begin your career within Financial Services, or if you're looking for a change in direction from your current job role.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
To provide administration support to the Employee Benefits Consultants and assist the team with duties.
General
From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team - and they recognise that every member of their staff has a significant part to play.
Juice is absolutely delighted to be supporting a reputable and high-end Bath-based organisation, with their search for a Customer Service Administrator to join their friendly team.
Are you excited to find your next role in Administration?
Do you have strong attention to detail and are looking to develop your skillset in a fast-paced environment?
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Juice is delighted to be supporting a prominent property management company based in Bath, with their search for a Credit Control Administrator to join their friendly and busy team.
Do you have excellent organisational skills and a passion for delivering great customer service?